AGENCY SERVICES
 
 

 

 

 

 

 

BACKGROUND

 

In line with the development in promoting and marketing of unit trust funds in Malaysia, ASM Investment has developed its own Agency Services in 1994. A unit known as the Agency Services Unit was created and placed under the Marketing, Promotion and Customer Service Department of the Business Development Division.

The main objective of setting up the Agency Services Unit is to facilitate the registration of unit trust consultans (UTC)and their career development. Recognising the importance of UTCs in promoting and marketing of unit trust funds, ASM Investment will continuously find ways to improve the agency force by providing motivation and training to its UTCs. The UTCs are provided with special training which will eventually equip them with the technical know-how of investments and financial planning. The UTCs will not only provide information on our unit trust funds but will also assist and advise clients in financial planning.

 
   
  PRE-REQUISITES OF A UNIT TRUST CONSULTANT
 
Minimum age - 21 years old.

Minimum qualification - SPM/MCE/SPVM with at least grade 3.

Must not have been subjected to any bankruptcy proceedings nor an undischarged bankrupt. He should not have been involved in criminal act and act of dishonesty. He shall confirm these facts before appointment by executing the Statutory Declaration Form, signed and stamped by a Commissioner of Oath.

The prospective unit trust consultant is not allowed to transact any business on behalf of the Company until he/she is officially appointed by the Federation of Investment Managers Malaysia (FIMM) through the Company with an Authorisation Card.

Must not be an UTCs of other unit trust companies.

ASM Investment adopts a four (4) tier agent hierarchy system. Fresh entrees will normally become a unit trust consultant after which they may be promoted to higher ranks after achieving certain sales quota.


  Unit Trust Consultant 's Hierarchy
TIER RANK
1st Agent
2nd Agency Supervisor
3rd Agency Manager
4th Group Agency Manager
   
 

Unit trust consultants who prefer to be independent and who are not interested to lead an agency force (recruit 'down-lines'), could choose to become a Career Agent. The Career Agent enjoys the same commission rate as the Agency Supervisor but will not have any 'down-line' to enjoy any overriding commission.

 
   
  DIRECTORY OF AGENCY OFFICES
  Currently there are six (6) agency offices throughout the country :-
  No Location & Address  
 

1

IPOH AGENCY OFFICE

Mohamad Jamil bin Mohd Yusoff

No 52 A Tingkat 1 Jalan Besar Tambun

31400 Ipoh Perak

 

Tel : (05) 546 0326
H/P : (012) 592 5822 / (019) 5971962

Email : jazazma@yahoo.com

 

2

BATANG KALI AGENCY OFFICE
Fauziah binti Che Ismail
No.43A, Jalan Meranti 2B, Seksyen 3
Bandar Utama Batang Kali
44300 Batang Kali

 

Tel : (03) 60574142
Fax : (03) 60574023

H/p : (019) 230 7502 / (012) 612 0874 / (013) 339 7876
E-mail : rosly_asm@yahoo.com

3

BINTULU AGENCY OFFICE

Puan Jamilah binti Basri & Sahari

Tingkat 1 Shoplot 3, Lot 3743

Medan Jaya Commercial Centre

Jalan Tun Hussien Onn

97000 Bintulu

 

Fax : (086) 312 821
H/p : (019) 854 2731

4

MELAKA AGENCY OFFICE

YBhg Datuk Md Ramly bin Mohamad

No 253-A Jalan TMR 3

Tmn Melaka Raya

75000 Melaka

 

 

Tel : (06) 5834917
Fax : (06) 2815046
H/p : (012) 6093859

Email : dkkmdr@yahoo.com.my

5

PENANG AGENCY OFFICE

Kew Thin Choon

115-G-12C

Kompleks Jalan Kedah

10050 Georgetown

 

 

Tel : (04) 6571203
H/p : (012) 4726656

 

6

KULAIJAYA AGENCY OFFICE

Hedi Hutar

No 148-2 Tingkat 2 Jalan Raya

81000 Kulaijaya

Johor Bahru

 

 

H/p : (019) 7880033

Email : saudagarhedi@yahoo.com

   
 
   
  FEDERATION OF INVESTMENT MANAGERS MALAYSIA (FIMM)
 
FIMM was formed on August 07, 1993 as a company limited by guarantee. It provides a common platform for unit trust management companies to discuss issue relating to the unit trust. FIMM also develop into frontline self-regulatory organisation of the unit trust industry. ASM Investment is a member of the FIMM.

All Unit Trust Consultants must register with FIMM and passed the examination conducted by FIMM. The purpose of the examination is to have standard of professionalism into all unit trust agents.

The examination conducted twice a month in Klang Valley and once a month nationwide. The state center of the examination is Perak, Penang, Johor, Sabah and Sarawak.

For details, please visit the FIMM's Web-site at www.fmutm.com.my

 
   
  AGENCY FORMS
   
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(Please click on the following items to get Agency Application Forms)

   
 

 

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